1. Sales item validation, separate dangerous goods from other items

is there a sales order validation function when users upload/publish sales order lines it does NOT allow for certain items to be in the same sales order with other items and it automatically puts those items into a separate sales order.

For example, we receive an order for 500 repair parts and there are 480 standard items, 10 dangerous items and 10 batteries. We need to enter 3 separate sales orders (standard, dangerous and battery). instead of manual search, we would like to do a single upload/publish from excel into D365, and it validates this for us. The result is 3 separate sales orders or it high lights the items that are NOT allowed to be placed in the same sales order ?

I can't think of an out of the box way to do this unless you did something clunky with mix & match pricing and then made all items very expensive when the conditions were met, or made them $0 and set margin alerts. There is restricted products functionality, but that is based on the destination of one item on a sales order line, not if it exists in conjunction with other items.

Is the business requirement to separate these out in the warehouse / on shipments? Because you could have one sales order that you split into three shipments if you are using WHS functionality.

is there a sales order validation function when users upload/publish sales order lines it does NOT allow for certain items to be in the same sales order with other items and it automatically puts those items into a separate sales order.

For example, we receive an order for 500 repair parts and there are 480 standard items, 10 dangerous items and 10 batteries. We need to enter 3 separate sales orders (standard, dangerous and battery). instead of manual search, we would like to do a single upload/publish from excel into D365, and it validates this for us. The result is 3 separate sales orders or it high lights the items that are NOT allowed to be placed in the same sales order ?

Colby, the business requirement is to separate at shipment. Dangerous goods and goods with batteries have to be shipped separately from other items. the logistics companies want those items in separate shipments because it is a separate process and also cost more. I will take a look at WHS functionality. enter the sales order as 1 (customer PO = 1 vs D365 sales order = 1), but the shipments are separate: dangerous goods, batteries and the rest.​

I can't think of an out of the box way to do this unless you did something clunky with mix & match pricing and then made all items very expensive when the conditions were met, or made them $0 and set margin alerts. There is restricted products functionality, but that is based on the destination of one item on a sales order line, not if it exists in conjunction with other items.

Is the business requirement to separate these out in the warehouse / on shipments? Because you could have one sales order that you split into three shipments if you are using WHS functionality.

is there a sales order validation function when users upload/publish sales order lines it does NOT allow for certain items to be in the same sales order with other items and it automatically puts those items into a separate sales order.

For example, we receive an order for 500 repair parts and there are 480 standard items, 10 dangerous items and 10 batteries. We need to enter 3 separate sales orders (standard, dangerous and battery). instead of manual search, we would like to do a single upload/publish from excel into D365, and it validates this for us. The result is 3 separate sales orders or it high lights the items that are NOT allowed to be placed in the same sales order ?

​Unfortunately, nothing out of the box will perform the split for you. I see two ways to solve the issue -No Mod: Export your product master with whatever field identifies the product type, then build a formula in excel to allow you to split them out there.Mod: Import them as Sales Journals, then have a batch job mod that converts the journals to sales orders after it has split them into separate orders.

I would also push back on the business a bit to see why they need them split into separate orders. Perhaps the root requirement can be satisfied a different way. Splitting them into separate orders may solve some things, but cause other complications - such as splitting the customer's PO across multiple orders. If you can retain a 1 to 1 link between customer PO it's easier to verify you haven't entered a PO twice...

is there a sales order validation function when users upload/publish sales order lines it does NOT allow for certain items to be in the same sales order with other items and it automatically puts those items into a separate sales order.

For example, we receive an order for 500 repair parts and there are 480 standard items, 10 dangerous items and 10 batteries. We need to enter 3 separate sales orders (standard, dangerous and battery). instead of manual search, we would like to do a single upload/publish from excel into D365, and it validates this for us. The result is 3 separate sales orders or it high lights the items that are NOT allowed to be placed in the same sales order ?

Tony, agree on the customer PO 1 = sales order = 1. the fortunate part is that i also own the business teams, so i will push back. the excel outside of D365 using vlookup would do and no customization required which is best. but then i am going to search using the WHS function to see if we can split using product attribute ?​

​Unfortunately, nothing out of the box will perform the split for you. I see two ways to solve the issue -No Mod: Export your product master with whatever field identifies the product type, then build a formula in excel to allow you to split them out there.Mod: Import them as Sales Journals, then have a batch job mod that converts the journals to sales orders after it has split them into separate orders.

I would also push back on the business a bit to see why they need them split into separate orders. Perhaps the root requirement can be satisfied a different way. Splitting them into separate orders may solve some things, but cause other complications - such as splitting the customer's PO across multiple orders. If you can retain a 1 to 1 link between customer PO it's easier to verify you haven't entered a PO twice...

is there a sales order validation function when users upload/publish sales order lines it does NOT allow for certain items to be in the same sales order with other items and it automatically puts those items into a separate sales order.

For example, we receive an order for 500 repair parts and there are 480 standard items, 10 dangerous items and 10 batteries. We need to enter 3 separate sales orders (standard, dangerous and battery). instead of manual search, we would like to do a single upload/publish from excel into D365, and it validates this for us. The result is 3 separate sales orders or it high lights the items that are NOT allowed to be placed in the same sales order ?

​Yes, downstream there are several ways to split an order up for delivery. Assuming the separation is needed at the start of the picking process to get it into separate containers for shipment, you may look into wave templates. You should be able to adjust the query attached to the wave templates to only select a certain group - then you create one for each group.

The sequence in which the templates are matched to released lines on sales orders, production orders, and kanbans. When a line on a sales order, production order, or kanban is released to the warehouse or to production, Microsoft Dynamics AX 2012 R3 applies the first wave template that the line meets the criteria for.

Tony, agree on the customer PO 1 = sales order = 1. the fortunate part is that i also own the business teams, so i will push back. the excel outside of D365 using vlookup would do and no customization required which is best. but then i am going to search using the WHS function to see if we can split using product attribute ?​

​Unfortunately, nothing out of the box will perform the split for you. I see two ways to solve the issue -No Mod: Export your product master with whatever field identifies the product type, then build a formula in excel to allow you to split them out there.Mod: Import them as Sales Journals, then have a batch job mod that converts the journals to sales orders after it has split them into separate orders.

I would also push back on the business a bit to see why they need them split into separate orders. Perhaps the root requirement can be satisfied a different way. Splitting them into separate orders may solve some things, but cause other complications - such as splitting the customer's PO across multiple orders. If you can retain a 1 to 1 link between customer PO it's easier to verify you haven't entered a PO twice...

is there a sales order validation function when users upload/publish sales order lines it does NOT allow for certain items to be in the same sales order with other items and it automatically puts those items into a separate sales order.

For example, we receive an order for 500 repair parts and there are 480 standard items, 10 dangerous items and 10 batteries. We need to enter 3 separate sales orders (standard, dangerous and battery). instead of manual search, we would like to do a single upload/publish from excel into D365, and it validates this for us. The result is 3 separate sales orders or it high lights the items that are NOT allowed to be placed in the same sales order ?

Tony, you are a huge help and thank you for pointing me in this direction. This saves the business time entering orders and we will separate the shipment in the warehouse at picking list. this is work for the business.​

​Yes, downstream there are several ways to split an order up for delivery. Assuming the separation is needed at the start of the picking process to get it into separate containers for shipment, you may look into wave templates. You should be able to adjust the query attached to the wave templates to only select a certain group - then you create one for each group.

The sequence in which the templates are matched to released lines on sales orders, production orders, and kanbans. When a line on a sales order, production order, or kanban is released to the warehouse or to production, Microsoft Dynamics AX 2012 R3 applies the first wave template that the line meets the criteria for.

Tony, agree on the customer PO 1 = sales order = 1. the fortunate part is that i also own the business teams, so i will push back. the excel outside of D365 using vlookup would do and no customization required which is best. but then i am going to search using the WHS function to see if we can split using product attribute ?​

​Unfortunately, nothing out of the box will perform the split for you. I see two ways to solve the issue -No Mod: Export your product master with whatever field identifies the product type, then build a formula in excel to allow you to split them out there.Mod: Import them as Sales Journals, then have a batch job mod that converts the journals to sales orders after it has split them into separate orders.

I would also push back on the business a bit to see why they need them split into separate orders. Perhaps the root requirement can be satisfied a different way. Splitting them into separate orders may solve some things, but cause other complications - such as splitting the customer's PO across multiple orders. If you can retain a 1 to 1 link between customer PO it's easier to verify you haven't entered a PO twice...

is there a sales order validation function when users upload/publish sales order lines it does NOT allow for certain items to be in the same sales order with other items and it automatically puts those items into a separate sales order.

For example, we receive an order for 500 repair parts and there are 480 standard items, 10 dangerous items and 10 batteries. We need to enter 3 separate sales orders (standard, dangerous and battery). instead of manual search, we would like to do a single upload/publish from excel into D365, and it validates this for us. The result is 3 separate sales orders or it high lights the items that are NOT allowed to be placed in the same sales order ?